Basepoint Wealth, LLC
● SEC registered since 2017CRD 289538SEC# 801-111782Cedar Rapids, IA
Reg. AUM
$883.8M
Employees
24
Accounts
3,715
Location
Cedar Rapids, IA
Basepoint Wealth, LLC assets under management
Basepoint Wealth, LLC operates as an SEC-registered investment adviser based in Cedar Rapids, IA. The firm has been registered since 2017. It reports $883.8 million in regulatory assets under management and employs 24 people.
Basepoint Wealth, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bryan Jennings Knudson Control | Member, Senior Wealth Advisor | 5-10% | 2017 |
| Katherine Emma Kula Control | Member, Chief Compliance Officer | Under 5% | 2017 |
| Kathryn Marsh Wallace Control | Managing Member, Senior Wealth Advisor | 25-50% | 2017 |
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Join to unlock · $37/moFrequently asked questions
How much does Basepoint Wealth, LLC manage?
Basepoint Wealth, LLC reports $883.8 million in regulatory assets under management on its Form ADV.
How many employees does Basepoint Wealth, LLC have?
Basepoint Wealth, LLC reports 24 employees.
Where is Basepoint Wealth, LLC located?
Basepoint Wealth, LLC is based in Cedar Rapids, IA and has been SEC-registered since 2017.
Does Basepoint Wealth, LLC disclose fund performance?
Basepoint Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4144 Golf Street NE, Cedar Rapids, IA 52402 |
| Phone | (319) 826-1898 |
| Fax | 319-826-1471 |
| Office hours | 8:00a.m. To 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$883.8M▲ 14%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 36%
Larger than 64% of 16,271 advisers
EmployeesTop 21%
More than 79% of 16,825 advisers
Assets under management
$883.8Mregulatory AUM
Discretionary $874.8MNon-discretionary $9.1M